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Modera Wealth Management

3 followers

‌

Modera specializes in providing wealth management and portfolio management services.

Industries

Consulting, Finance

Headquarters

Westwood, United States

Employees

51-200

Links

Org chart

Tom Orecchio
Chief Executive Officer
Collapse
Laurie A. Vitali
Principal & Chief People Officer/chro
Timothy Clark
Principal And Wealth Manager
Charles P. Boinske
Chief Visionary Officer I Wealth Manager I Podcaster
Peter Somich
Principal & Director of Finance
George T. Padula
Principal, Wealth Manager And Chief Investment Officer
Theresa Apruzzese Days
Principal And Chief Compliance Officer
Karen R. Keatley
Principal & Chief Wealth Management Officer
Noemi Perez
Director Of Human Resources Operations
Jeanne Owens
Director Of Operations
Adam Leone
Chief Wealth Management Officer
Kelly A. Henning
Principal & Wealth Manager
Jennifer Faherty
Head Of Coaching
Kirsten Ly
Director Of Marketing
Eric Richbourg
Director Of Technology

Teams

+13

Finance and Taxation

17 people · 0 jobs

+10

Leadership Team

14 people · 0 jobs

+1

Operations Team

5 people · 0 jobs

JB
+1

Wealth Management Team

5 people · 0 jobs

Human Resources and People Management

4 people · 0 jobs

Offices

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